Daniel Roberts (@danroberts0101) / X

Daniel Roberts

869 posts

Daniel Roberts

@danroberts0101

NASDAQ: IREN Co-Founder / Co-CEO Building AI cloud infrastructure at multi-GW scale

Joined December 2015

Pinned
Daniel Roberts
@danroberts0101
May 22
A thread on where AI infrastructure is heading - and where IREN fits. 🧵
Daniel Roberts
@danroberts0101
May 22
𝐓𝐡𝐫𝐞𝐞 𝐋𝐚𝐲𝐞𝐫𝐬. 𝐎𝐧𝐞 𝐂𝐨𝐦𝐩𝐨𝐮𝐧𝐝𝐢𝐧𝐠 𝐀𝐝𝐯𝐚𝐧𝐭𝐚𝐠𝐞. 𝐓𝐡𝐞 𝐈𝐑𝐄𝐍 𝐓𝐡𝐞𝐬𝐢𝐬. There's been a lot happening at IREN recently. Expansion across North America, Europe and Asia-Pacific. The NVIDIA partnership. The Mirantis acquisition. New GPU
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Daniel Roberts
@danroberts0101
Sep 14, 2023
The NSA invented Bitcoin? 1996 paper titled: HOW TO MAKE A MINT: THE CRYPTOGRAPHY OF ANONYMOUS ELECTRONIC CASH* Sources include "Tatsuaki Okamoto" 😳 Who else would be able to sit anonymously on 1 million coins. Oh, and they invented SHA-256...? groups.csail.mit.edu/mac/classes/6.…
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Daniel Roberts
@danroberts0101
Jan 11, 2024
There's a major issue with the #Bitcoin    ETFs, which few are acknowledging. We've never had an ETF where the underlying has a limited supply. 😬 If ETFs buy the 30% of available #Bitcoin, or those holders also refuse to sell, then we have a major problem. 😧
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Daniel Roberts
@danroberts0101
Feb 29, 2024
#Bitcoin    needs to go to $1 million per coin, or we have a problem. $500m ETF daily inflow = any price less than $1 million #Bitcoin    and Wall Street need to search for coins. Only 450 of new coins soon to be available each day. Looks like @balajis was right. This is
Daniel Roberts
@danroberts0101
Jan 11, 2024
There's a major issue with the #Bitcoin    ETFs, which few are acknowledging. We've never had an ETF where the underlying has a limited supply. 😬 If ETFs buy the 30% of available #Bitcoin, or those holders also refuse to sell, then we have a major problem. 😧
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Daniel Roberts
@danroberts0101
Mar 22, 2023
Banking Crisis 101 You didn't 'deposit' your money with a bank. You made an unsecured loan. The banks don't have your money now. They lost it gambling on long term bonds and mortgage securities as their prices cratered from the Fed dialling up rates. There isn't enough money
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Daniel Roberts
@danroberts0101
Oct 14, 2025
$1.0bn $IREN convertible: • 0% coupon • No dilution until ~$120/share (100% premium) • Best priced >5yr convertible w/ no put since 2021 • Strong long-only order book • 3rd convertible issuance in 10 months Congrats to the team!
IREN
@IREN_Ltd
Oct 14, 2025
$IREN is pleased to announce the closing of its $1.0 billion convertible notes offering. Key details of the transaction: - Oversubscribed $875m offering, plus $125m greenshoe - Net proceeds of approximately $979.0m - 0.00% coupon, 42.5% conversion premium - No put option for
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Daniel Roberts
@danroberts0101
Oct 21, 2023
Someone just told me that a #Bitcoin    ETF cannot be approved. Because, apparently, there aren't enough coins available to meet demand, and you can't make more of them. THIS. IS. THE. POINT. 👏🤦‍♂️
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Daniel Roberts
@danroberts0101
Aug 29, 2025
🤖🌥❤️ $IREN
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Daniel Roberts
@danroberts0101
Jun 10, 2024
After market close today, one of the Wall St banks asked us to deliver a presentation on Datacenters & Bitcoin Mining. Over 200 investors dialed in 👀 A thread... 🧵 $IREN
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Daniel Roberts
@danroberts0101
Oct 3, 2025
The Fourth Industrial Revolution is defined by GPUs as the new workers. i.e. millions of computers inside AI factories, turning raw data into intelligence. Everyone talks about Time to Power. An even bigger bottleneck is Time to Data Center… or more simply, Time to Compute.
IREN
@IREN_Ltd
Oct 3, 2025
“We’re living through the Fourth Industrial Revolution. Every past industrial revolution was defined by factories and the workers inside them. This time, it’s different. Inside these new AI factories, the “workers” aren’t people on assembly lines – they’re GPUs, clustered
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Daniel Roberts
@danroberts0101
Jul 25, 2025
Big few months ahead as we bring online one of the world’s largest liquid-cooled AI data centers. 50MW of direct-to-chip IT load, with day one rack density of 200kW!
IREN
@IREN_Ltd
Jul 24, 2025
At $IREN, we’re building not just what AI demands now, but what AI demands next.
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Daniel Roberts
@danroberts0101
Jul 25, 2024
New miners arriving on site $IREN @IREN_Ltd
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Daniel Roberts
@danroberts0101
Jun 20, 2024
Over the past 6 years, we have endured a lot of criticism. Today - the Founder & CEO of @nvidia, Jensen Huang, advocates for the development of large-scale datacenters near renewable energy sources. In the meantime, we at $IREN have built a portfolio exceeding 3,000MW of
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Daniel Roberts
@danroberts0101
Sep 3, 2025
Largest Australian companies by market cap. $IREN on the up!
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